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SIGNATUREFD, LLC → SPY

SIGNATUREFD, LLC SPY Position History

State Street SPDR S&P 500 ETF Trust • Financial Services

Quarters held
4
Latest value
$68.3M
Q3 2026
Peak value
$68.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$52.8M
Q1 2026$50.5M
Q2 2026$59.5M
Q3 2026$68.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$68.3M89.5K——
Q2 2026$59.5M79.7K——
Q1 2026$50.5M77.7K——
Q4 2025$52.8M77.4K——

Other funds holding SPY

Other SIGNATUREFD, LLC positions

ETHA

ISHARES TR

$924.6M
ETHA

ISHARES TR

$898.6M
ETHA

ISHARES TR

$843.8M
ETHA

ISHARES TR

$767.1M
ETHA

ISHARES TR

$559.8M
BX

VANGUARD SPECIALIZED FUNDS

$548.1M
BX

VANGUARD SPECIALIZED FUNDS

$540.3M
ETHA

ISHARES TR

$536.6M